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JMVSX vs JVMTX
JMVSX vs JVMTX Comparison
Open Charts JMVSX vs JVMTX
JPMorgan Mid Cap Value I
Price$40.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVSX vs JVMTX Comparison Chart
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JMVSX vs. JVMTX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVSX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. JMVSX (13.7B). JMVSX pays higher dividends than JVMTX: JMVSX (1.05) vs JVMTX (0.73). JMVSX was incepted earlier than JVMTX: JMVSX (23 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. JMVSX (12.00). JVMTX has a lower initial minimum investment than JMVSX: JVMTX (0) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : 17.51 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. JMVSX (6.88).
| JMVSX | JVMTX | JMVSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 12.819 | 10.022 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 23.1B | 59% |
| Annual Yield % from dividends | 1.05 | 0.73 | 144% |
| Returns for 1 year | 17.51 | 16.17 | 108% |
| Returns for 3 years | -7.97 | 10.42 | -77% |
| Returns for 5 years | 6.88 | 42.36 | 16% |
| Returns for 10 years | 12.86 | 58.91 | 22% |
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